We do have an appexchange App called Mass Task Create & Assign : https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003INouEAG which should fit your need (read the description and seems a good fit) You can create a workflow on tasks to send an email to the manager if the task is open after the due date:
How to create a mass update task in Salesforce?
Go to App Setup | Customize | Leads/Accounts/Contacts | Search Layouts | List View | Edit the view | Add Button 'Create Tasks'. Extend "Mass Update Tasks" and "Mass Create Tasks". Steps to add/remove various standard or custom task fields to mass update tasks and mass create tasks page.
How to create multiple tasks for multiple records in Salesforce?
Go to Customize | Activities | Activity Search Layouts | Activities List View | Edit the view | Add Button 'Mass Update Tasks'. Step 3: To create multiple tasks for multiple records, add "Create Tasks" button to Leads, Contacts, Accounts, Opportunities and Cases list view.
What is mass quick action in Salesforce?
A Mass Quick Action is a type of Quick Action. Once the action is created you add that action to an object’s search layout i.e. List View. Once it is set up, you can select a maximum of 100 records in a list view and perform create or update functions.
Can a user perform a mass quick action on a list?
Cannot perform mass quick actions on a Recently Viewed list, in Communities, Notes, or Users Cannot use Tooling API, AppExchange, and Changesets to add these actions in an object’s search layout Changes performed by a mass quick action cannot be reverted. So your users need to be careful when taking mass quick action
How do I mass complete tasks in Salesforce?
A quick and easy way to complete activities individually or in mass can be created by adding the Closed checkbox field to the Open Activities related list. The checklist will display on each activity in the list. When you check the box, the activity will automatically be marked as closed.
How do I create a group task in Salesforce?
Enable Group Tasks in Salesforce ClassicFrom Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.Select Enable Group Tasks.Click Submit.
How do I create a mass quick action in Salesforce?
0:431:41Salesforce Tutorial Video | Mass Quick Actions - YouTubeYouTubeStart of suggested clipEnd of suggested clipOnce you have done that click on the Search layout for that object and add the quick action to theMoreOnce you have done that click on the Search layout for that object and add the quick action to the list view actions click Save to confirm the changes and navigate to the object list.
How do I mass transfer tasks in Salesforce?
Create import CSV File with column headersActivity ID, Owner ID.Copy & paste from the Step 1 Activity ID column into the Activity ID column.Copy & paste from the Step 3 ID for the User to transfer tasks & activities into ID column next to the Activity ID. Save as .csv.
How do I assign tasks to groups?
Assign tasksUnder Assigned to, select the People icon. The first time you assign a task to someone, you'll be prompted to connect the project to a group.To create a new group, select Create group and then select Create and assign. A pane will appear on the right where you can name your project.
Can tasks be assigned to queue Salesforce?
Users can now assign a task to a queue from where the queue members can view the task and collaborate to complete it. Multiple users can work on the same task and it will not be assigned to a single person individually.
What is mass action in Salesforce?
A mass quick action is a quick action that gets added to an object's search layout. After a mass quick action is set up, you can select up to 100 records in a list view and perform mass updates.
Can you mass update tasks in Salesforce?
Go to your Activities views or the Tasks Object in the App Launcher. Select the activities list view you want to update. Click Mass Update. The fields you are able to update will all appear on this page.
How do you mass close cases in Salesforce lightning?
Select records Select a list view, but not the default "Recently Viewed", then select multiple case records. Click the "Mass Close Case" button, you will be presented to enter a reason to close the case, this will update the Status and Internal Comments field for all Cases selected.
What is Mass Transfer Salesforce?
Mass Transfer It is used to transfer ownership of records from one user/queue to another user/queue. We can transfer accounts, leads, macros, streaming channels, and all custom objects using this tool.
How do you mass assign cases in Salesforce?
Extract all cases you need to transfer - you only need two fields: ID (Case ID) ... Find the record ID of the new owner (this can be user record or a queue)Open the extract in a spreadsheet app.For all rows in the spreadsheet, change the owner to the new owner ID.Save as CSV.Use Data Loader Update to change owner in bulk.
How do I Mass Transfer a city in Salesforce?
0:353:16How to Mass Transfer Records via User Interface | Salesforce PlatformYouTubeStart of suggested clipEnd of suggested clipClick the gear icon click setup. And type records in the quick find box click mass transfer recordsMoreClick the gear icon click setup. And type records in the quick find box click mass transfer records on this page select the object. You would like to mass transfer records.
I Just Wanted To Say THANK YOU to this community, I've been making Salesforce Development Tutorial Videos for over a year now and the support here has been unbelievable
Hey guys, I'm Matt Gerry, the guy who makes all the Coding With The Force Salesforce Development videos and I just wanted to say thank you to all the incredible people in this community and the enormous amount of support I've received over the last year while making over 60 development tutorial videos for the Salesforce platform.
Got certified today. I have a few pointers for people looking to pass the exam
I was an end user for ~7 years and I've been working in Sales Ops for a couple years now. I started as an accidental admin and learned a ton while on the job. I've been a solo admin for the majority of that time and have a consultant I leverage to help accelerate my growth.
Process Builder and Workflow rules
Just saw a post on LinkedIn that Salesforce was retiring them. Is this true?
I just passed the sharing Visibility designer after failing it first time !! AMA
i just passed it two minutes ago so i try to write as much info as i can remember
Salesforce Developer
How on earth does on locate a solid Salesforce Developer, and how much does one need to pay?
Best exam guide
I was trying to find a recent post with this info rather than post myself, but couldn't find one that fit. I've been reading this sub, and seen all of the love FoF gets, so I bought the Admin bundle. Then I came across https://www.reddit.com/r/salesforce/comments/piolfu/focus_on_force/ where people say FoF isn't good for the new exam.
